⏳ Workshop Starts In…
WED 29 APRIL · 1:30 PM SYDNEY | SPOTS ARE LIMITED
Claude for Trade Businesses:
The Practical Playbook
How Smart Tradies Are Using AI to Quote Faster, Follow Up Better and Kill the Admin
Here's the brutal truth about admin in a trade business.
The worse the admin gets. It's not just annoying. It's costing you jobs.
A spec lands in your inbox Monday morning. You mean to read it — but the day gets away. Problem on site. Supplier calling. Staff issue to sort.
By Wednesday you get to it. Two hours to read the thing. Another hour to pull a quote together.
You send it Wednesday afternoon.
The client signed with someone else Tuesday morning.
That's not bad luck. That's the cost of slow admin.
And it's happening quietly, consistently, in most trade businesses right now.
Meanwhile a subcontract arrives. You skim it because you don't have time to read 25 pages properly. You sign it.
Three months later you're arguing about a pay-when-paid clause you didn't notice.
Quotes go out and nobody follows up. Jobs run over budget and nobody catches it until the invoice goes out.
Your financials show revenue up but you still can't work out where the cash went.
This isn't a hard work problem. Every trade business owner I know works hard.
It's a speed problem. And speed is exactly what Claude fixes.
Most tradies are using AI like a search engine.
Ask a question. Get an answer. That's it.
That's not where the value is.
The value is in what Claude can actually do — not what it can answer.
Imagine you hired someone who reads every spec, writes every quote, chases every follow-up, reviews every contract and explains your financials in plain English.
That's Claude. And this workshop shows you exactly how to use it in your trade business.
Here's what Claude actually does:
Reads a 40-page spec in 4 minutes
— scope, risks, standards, and what'll catch you out
Drafts your quote once it knows your rates
— scope, inclusions, exclusions, terms, the lot
Reviews subcontracts and flags the risky clauses
— pay-when-paid, uncapped liability, 90-day terms, back-to-back LDs
Reads your SimPRO data and tells you which jobs are over budget
— and drafts the variation
Connects to Xero and explains your P&L in plain English
— spots where cash is going
Manages your inbox
— reads it, prioritises it, drafts the replies
Builds quote follow-up sequences
— Day 1, Day 3, Day 7, Day 14, all written, all sent
Turns site meetings into written recaps
— what was decided, who owes what, by when
Already using SimPRO and Xero?
Claude connects to both — and turns your data into decisions. Your data is already there. Claude reads it for you.
Here's what it adds up to.
The average trade business owner spends 20–30 hours a week on admin.
With Claude, that drops to 7–10 hours.
That's 15–23 hours back every week.
For every person in your business who uses it.
But the real win isn't the time. It's the stuff that wasn't getting done at all.
✔ Quote follow-ups that actually happen — automatically
✔ Contracts reviewed properly before you sign
✔ Budget blowouts caught before they become disputes
✔ Financial clarity without calling your accountant
✔ Case studies and LinkedIn posts written in 10 minutes
✔ Tiered proposals that lift your average job value 15–30%
This isn't theory. It's already happening inside smart trade businesses. This workshop shows you exactly how.
📅 Wednesday, 28 April 2026
🕐 1:30 PM Sydney Time (AEDT)
💻 Live on Zoom — 60 Minutes + Q&A
💰 Investment: $100
✅ Recording included if you can't make it live
🔒 Capped at 100 seats. When it's full, it's full.
The four live demos you'll see on the day:
⚡ Demo 1 · The $3,200 Contract Review
A 75-page commercial subcontract summarised in 4 minutes. Risk flagged. Uncapped liability spotted. Plain English. Last time Peter's lawyer reviewed one, it was $3,200 and three days.
📋 Demo 2 · Spec → Sent Quote in 30 Minutes
Cold RFP at 9am. Quote landed with the client at 9:35am. Good-better-best pricing built in — lifts average job value 15–30% on every quote.
🎙 Demo 3 · Site Meeting → Written Record in 2 Minutes
A site meeting recording becomes a structured record of meeting. Date, attendees, decisions, action items. The end of arguing variations three weeks later.
📊 Demo 4 · SimPRO Job → Margin Leak Diagnosis in 3 Minutes
Drop in a SimPRO job export. Claude tells you exactly where the margin went — labour blowout, missed variations, supplier change, rework rate. In plain English.
Here's what we'll cover:
Part 1: Read Specs and Quote in 30 Minutes
→ Drop a 40-page spec into Claude — summary in 4 minutes, scope pulled, risks flagged
→ Tell it your rates — it builds the draft quote. You review, adjust the price, send it same day
→ Build good-better-best proposals so clients choose — most pick the middle, some pick premium
Part 2: Kill the Admin
→ How Claude reads your inbox, flags what matters and drafts the replies
→ How it reviews subcontracts and catches the clauses that cost you — before you sign
→ How to turn every site meeting into a written recap in two minutes so nothing gets disputed
→ How to create scope of works, variation requests and defect responses without starting from scratch
Part 3: SimPRO + Xero — Your Data, Working for You
→ How Claude reads your SimPRO job data and tells you which jobs are running over budget
→ How to connect Claude to Xero and get P&L insights in plain English — not accounting speak
→ How your PM uses Claude to catch budget blowouts early and draft variations before they become disputes
Part 4: Win More From the Same Pipeline
→ How to set up a quote follow-up sequence that runs automatically — Day 1, Day 3, Day 7, Day 14
→ How to write case studies and LinkedIn posts in 10 minutes that make builders want to call you
→ How to roll it out to your whole team — same tool, different jobs, everyone faster
You'll also get instant access to:
🎁 The Claude Starter Prompt Pack for Trade Businesses
The exact prompts Peter uses every day — to read specs, draft quotes, review contracts, chase follow-ups and explain financials. Not generic prompts. Trade-specific prompts that work.
🎁 The SimPRO + Xero Connection Guide
Step-by-step instructions to connect Claude to your business stack. Covers SimPRO data exports, Xero P&L uploads and email integration. Up and running in under 30 minutes.
🎁 The Quote Follow-Up Sequence
The four-email sequence Peter's clients use to follow up every single quote automatically. Day 1 confirmation. Day 3 check-in. Day 7 objection handler. Day 14 last chance. Copy, paste, send.
All bonuses unlocked immediately on registration.
This is already working in
real trade businesses.
One of the electrical contractors I work with was spending 2–3 hours reading every commercial spec before he could even start quoting.
We ran one through Claude.
Summary done in four minutes. Key risks flagged. Scope itemised. A pay-when-paid clause caught before he signed anything.
He quoted that afternoon instead of the next day.
He won the job.
That's one use case. One afternoon. One job won instead of lost.
Multiply that across every spec, every quote, every contract, every follow-up over the next 12 months.
That's what this workshop shows you how to build.
Who's Running This Workshop?
G'day, I'm Peter Wesley — founder of Better Back Office and creator of the Trade Contractor Operating System (TCOS).
I've run electrical contracting businesses with 100+ staff. I've managed over $490M in trade services directly and coached hundreds businesses. I've made every expensive mistake in the book.
Including the one that almost cost me everything - I've got the scars and lessons to save you the pain
Today I help trade business owners escape that trap and build businesses that are actually profitable — not just busy.
This workshop is the most practical thing I've built yet. Because the tool is already here.
Most tradies just haven't switched it on.
I wish I had this tool when I was running projects - OMG- I’d have finished my weekly workload by Tuesday smoko.
Ready to see what Claude can actually do in your trade business?
This isn't a theory session. It's a live working workshop — real demos, real SimPRO and Xero data, real trade examples.
You'll leave knowing exactly where Claude fits in your business and what to do first.
One solid idea from this workshop could pay for itself many times over.
The contractors who learn this early will have a serious edge over the ones who keep doing everything manually.
For attendees only
A SimPro + Xero AI-Ready Business Audit — full financial deep-dive, margins benchmarked, profit leak analysis, custom AI automation roadmap, and a 60-minute 1:1 debrief.
Normally $495. For workshop attendees only, until midnight Thursday 30 April: $195. 8 spots per month. Details shared on the day.
FAQ
What if I can't attend live?
No problem. You'll get the full recording within 24 hours of the workshop — plus all the bonuses are unlocked immediately on registration regardless of whether you attend live.
Do I need to know anything about AI to attend?
No. This workshop is built for trade contractors, not tech people. We start from scratch and show you exactly what to do — step by step, in plain English.
Do I need to use SimPRO or Xero?
It helps but it's not essential. The spec reading, quoting, contract review and email use cases work for any trade business. The SimPRO and Xero sections are an added bonus if you use them.
Does this work for any trade?
Yes. The use cases work across electrical, plumbing, HVAC, building, civil and maintenance businesses. If your business deals in specs, quotes, contracts and admin — this is for you.
How is this different from just using ChatGPT?
Most people use ChatGPT like a search engine. This workshop shows you how to use Claude as a coworker — connected to your actual business data, doing real tasks, not just answering questions.
Why $100?
Because business owners who pay, pay attention. This isn't a free webinar — it's a working session. And one good idea from this workshop should easily pay for itself many times over.
Doors close at 1:30 PM Wednesday 29 April. After that the live training is gone and the bonus pack locks.